IFAM
Institutional & Family Asset Management’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-94
| Closed | -$5K | – | 774 |
|
|
2022
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 634 |
|
|
2020
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 622 |
|
|
2020
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $3K | Hold |
94
| – | – | ﹤0.01% | 656 |
|
|
2020
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 672 |
|
|
2019
Q4 | $5K | Sell |
94
-1,570
| -94% | -$83.5K | ﹤0.01% | 605 |
|
|
2019
Q3 | $91K | Sell |
1,664
-3,600
| -68% | -$197K | 0.02% | 231 |
|
|
2019
Q2 | $323K | Hold |
5,264
| – | – | 0.07% | 137 |
|
|
2019
Q1 | $287K | Sell |
5,264
-36
| -0.7% | -$1.96K | 0.06% | 156 |
|
|
2018
Q4 | $271K | Hold |
5,300
| – | – | 0.06% | 141 |
|
|
2018
Q3 | $438K | Buy |
5,300
+9
| +0.2% | +$744 | 0.09% | 124 |
|
|
2018
Q2 | $484K | Hold |
5,291
| – | – | 0.1% | 116 |
|
|
2018
Q1 | $476K | Hold |
5,291
| – | – | 0.1% | 115 |
|
|
2017
Q4 | $470K | Hold |
5,291
| – | – | 0.09% | 116 |
|
|
2017
Q3 | $454K | Buy |
5,291
+27
| +0.5% | +$2.32K | 0.09% | 128 |
|
|
2017
Q2 | $407K | Hold |
5,264
| – | – | 0.1% | 99 |
|
|
2017
Q1 | $439K | Hold |
5,264
| – | – | 0.14% | 98 |
|
|
2016
Q4 | $413K | Hold |
5,264
| – | – | 0.13% | 103 |
|
|
2016
Q3 | $289K | Hold |
5,264
| – | – | 0.1% | 104 |
|
|
2016
Q2 | $246K | Hold |
5,264
| – | – | 0.09% | 106 |
|
|
2016
Q1 | $260K | Hold |
5,264
| – | – | 0.1% | 117 |
|
|
2015
Q4 | $260K | Buy |
+5,264
| New | +$260K | 0.1% | 116 |
|